Introducing G2.ai, the future of software buying.Try now
Compare Canopy and Jetpack Workflow 
Featured Products
Sponsored
You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
Levvy
Visit Website
Sponsored
You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
Auditi
Visit Website
At a Glance
Market Segments
Small-Business (97.4% of reviews)
Small-Business (83.3% of reviews)
Entry-Level Pricing
$24.00 1 User Per Month
$50 monthly/user (yearly plan)
Canopy
Star Rating
(610)4.6 out of 5
Market Segments
Small-Business (97.4% of reviews)
Pros & Cons
Entry-Level Pricing
$24.00 1 User Per Month
Free Trial is available
Browse all 5 pricing plansJetpack Workflow
Star Rating
(12)4.2 out of 5
Market Segments
Small-Business (83.3% of reviews)
Pros & Cons
Entry-Level Pricing
$50 monthly/user (yearly plan)
Browse all 2 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Reviews say that Canopy excels in its "Client Portals" feature, receiving a high score of 9.0, which allows for seamless communication and document sharing with clients. In contrast, Jetpack Workflow, while still effective, has not been highlighted as strongly in this area.
- Users report that Canopy's "Custom Branding" capabilities score an impressive 8.8, enabling firms to personalize their documents extensively. Jetpack Workflow, however, does not offer the same level of customizability, which may limit branding opportunities for users.
- Reviewers mention that Canopy's "Assembly and Approval Workflows" feature stands out with a score of 9.1, making it easier for teams to manage document approvals efficiently. Jetpack Workflow, while functional, does not match this level of effectiveness, leading to potential bottlenecks in workflow processes.
- G2 users highlight Canopy's superior "Quality of Support" with a score of 9.0, indicating that users feel well-supported and valued. In comparison, Jetpack Workflow's support, while rated at 9.6, has received mixed reviews regarding response times and issue resolution.
- Users on G2 report that Canopy's "Engagement Tracking" feature scores 8.9, providing valuable insights into client interactions. Jetpack Workflow's tracking capabilities, while present, do not offer the same depth of analytics, which may hinder performance assessments.
- Users say that Canopy's "Document Creation" tools, particularly in "Template Creation and Flexibility," score an impressive 8.8, allowing for a more tailored document creation experience. Jetpack Workflow, while offering basic templates, lacks the same level of flexibility, which can be a drawback for users needing customized solutions.
Pricing
Entry-Level Pricing
Canopy
Time & Billing*
$24.00
1 User Per Month
*Client Management required.
- Invoicing
- Time tracking
- Reporting
Jetpack Workflow
Scale
$50
monthly/user (yearly plan)
Our newest tier offers everything that the Organize tier offers, plus Plan , our newest team capacity planning feature. More features are coming for our Scale customers!
Free Trial
Canopy
Free Trial is available
Jetpack Workflow
Free Trial is available
Ratings
Meets Requirements
8.7
399
8.7
9
Ease of Use
8.9
412
8.9
9
Ease of Setup
8.2
322
Not enough data
Ease of Admin
8.7
219
Not enough data
Quality of Support
9.0
389
9.6
9
Has the product been a good partner in doing business?
8.9
217
Not enough data
Product Direction (% positive)
9.2
387
8.5
8
Features by Category
Platform Additional Functionality
9.3
82
Not enough data
6.9
78
Not enough data
7.9
78
Not enough data
8.9
78
Not enough data
Platform Content
8.1
81
Not enough data
Platform Data
7.9
79
Not enough data
Agentic AI - Tax Practice Management
6.5
48
Not enough data
Feature Not Available
Not enough data
6.3
48
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Communication
8.8
250
Not enough data
8.1
249
Not enough data
8.2
241
Not enough data
Collaboration
8.4
243
Not enough data
8.7
246
Not enough data
8.4
234
Not enough data
Billing
8.1
236
Not enough data
7.4
242
Not enough data
7.8
238
Not enough data
Onboarding
8.2
245
Not enough data
7.9
242
Not enough data
8.5
244
Not enough data
Visibility
8.3
246
Not enough data
7.5
239
Not enough data
8.9
246
Not enough data
7.7
238
Not enough data
8.5
246
Not enough data
7.4
238
Not enough data
Agentic AI - Accounting Practice Management
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Canopy and Jetpack Workflow are categorized as Accounting Practice Management
Unique Categories
Canopy is categorized as Tax Practice Management
Jetpack Workflow has no unique categories
Reviews
Reviewers' Company Size
Canopy
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Jetpack Workflow
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Accounting
92.0%
Financial Services
4.7%
Law Practice
0.9%
Airlines/Aviation
0.7%
Consulting
0.2%
Other
1.5%
Accounting
83.3%
Management Consulting
8.3%
Health, Wellness and Fitness
8.3%
‐
‐
Other
0.0%
Discussions
Tax data manipulation
2 Comments
Official Response from Canopy
Hello Terri.
We realize that your question might have some specific use case that we didn’t consider, but we tried to answer this to the best of our ability...Read more
What is the best way to transition to Canopy's time/billing option?
1 Comment
TT
Hi Tiffany- Happy to hear you're interested in streamlining more of your practice with Canopy! Getting set up with Canopy Payments starts with a simple...Read more
Canopy has no more discussions with answers
Jetpack Workflow has no discussions with answers
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
